09:00 Opening Remarks by Global Private Banker

This panel will assess and evaluate the state of the private wealth industry given its profound transformation being driven by changing client expectations, technological disruption, regulatory shifts and market volatility. Private wealth managers need to identify the key prospects and impediments for sustained business growth and differentiation while unlocking new value for clients in 2024 and beyond.

Ian Woodhouse
Board/Executive Advisor to Wealth Managers, Technology Firms and Strategy Advisor to Multrees Investor Services

Izaskun Azaldegui
Head of Wealth Management in San Sebastián, CA Indosuez Wealth Management

Harry Chen
Founder, CW Asset Management

James Whittaker
Head of Wealth Management UK, Deutsche Bank

As the next generation of wealthy individuals (Millennials/Gen-Z) inherit trillions of dollars in the coming years, they will demand more digital and personalised solutions for managing their wealth as well as investment products aligned with their value system. Private wealth managers need to embrace digitalisation and innovation to meet their evolving form of engagement and investment preferences. What specific Next-Gen engagement activities are resonating with clients?

Tara Palmer
Chief Operating Officer, SG Kleinwort Hambros

Louisa Nicholls
Head of Digital Experience and Design, Coutts

Ozlem Gunduz Robinson
Head of International Private Banking, Lloyds Banking Group

The global economy is facing multiple challenges, such as rising inflation, interest rate movement uncertainty and geopolitical risks. How can asset owners prudently redeploy their wealth to protect capital and generate sustainable returns. What strategic opportunities and tactical rebalancing of asset allocation exist to capture alpha and meet investment mandates during this period of significant economic transition?

Edmund Shing, PhD
Global Chief Investment Officer, BNP Paribas Wealth Management

Daniel Murray
CEO of EFGAM Switzerland, EFG Asset Management

Sunil Garg
Group Head of Research & Investments, Lighthouse Canton

The traditional channels of distribution for private wealth solutions are being disrupted as incumbents face increasing competition from new platforms and ecosystems. How can private wealth managers adapt to these new platforms and leverage their capabilities to deepen client engagement? Is there an optimal hybrid engagement model?

Krzysztof Bratos
Managing Director – Head of Investment Division, mBank

Damiano Baj
COO , EFG Private Bank

13:00 Lunch

(3 Rotations: Delegates can select 3 out of the 6 topics)

The plenary will be divided into a series of roundtables, each roundtable shall be hosted by a different industry expert, focusing on a topic of discussion.

Attendees shall pre-select 3 topics of your choice and get to network with your peers whilst engaging in conversation and debate over the topic.

Topic 1: Alternative Investments and Private Markets
Alternative investments including venture capital, real estate, real assets and infrastructure etc., have grown rapidly in recent years that offer attractive opportunities for clients to invest in high-growth sectors. How can private wealth institutions ffacilitate access to long-term growth opportunities. Can exposure to illiquid assets provide desired long-term returns? Which alts are a must have in today’s environment?

Aurélie Maillard
Head of Private Markets, Société Générale Private Banking Europe

José Luis González Pastor
Managing Director – Private Equity, Neuberger Berman

Topic 2: Digital Assets
Are digital assets a viable emerging asset class? Has inherent volatility in digital assets been understood? What is the next big-play in cryptoassets?

Topic 3: Streamlining the Client-Advisor Engagement Model
Rethinking private client journeys through customer-centric processes built on digital interaction workflows that eliminate disjointed experiences. Evaluating the best-in-class technologies augmenting frontline capabilities to provide holistic advice, maintain client retention and drive productivity gains.

Topic 4: Responsible and Sustainable Investing
As thematic/ESG investment products and social impact investments gain traction what are the opportunities and challenges for investors? What is the role of AI in portfolio screening and monitoring. How can institutions support clients’ philanthropic activities?

Maria Costa
Head of Sustainability, Wealth Management and Insurance, Santander UK

Topic 5: Developing Institutional Level Service for Private Clients
How can private wealth institutions ensure that HNWI/UHNWIs have access to the same range of advice, investment analysis, tools, asset classes and value-added cross-functional services typically reserved for institutional investors? Where are the gaps in private client experience and how can emerging technologies enable successful customer journeys?

Kaie-Liis Asu
Head of Private Banking, LHV Pank

Topic 6: Combatting Digital Risks
With a fast-evolving threats landscape, how can private wealth institutions augment their cyber-security capabilities to mitigate emerging digital risks? What impact will this have on advisor-client interactions and efforts to optimize digital CX?

Edmund Shing, PhD

Global Chief Investment Officer
BNP Paribas Wealth Management

Edmund has over 29 years of experience in financial markets in a wide variety of positions, ranging from proprietary trading to portfolio manager in a number of financial institutions in London and Paris.  He previously held the role of Global Head of Equity and Derivative Strategy at BNP Paribas in London from 2015 to 2020, and has been Chief Investment Officer at BNP Paribas Wealth Management since November 2020.

Edmund is responsible for piloting our investment strategy and will continues to rollout out recommendations and themes with actionable advice that brings our expertise to our clients and support to our client-facing teams.  In this time of change, his expertise in following and anticipating markets is a true value added for both our customers and those at Wealth Management who serve them.

Edmund has a PhD in Cognitive and Computing Science from the University of Birmingham in the United Kingdom, and has done advanced studies in Knowledge-Based Systems and in Experimental Psychology.  He is an EFFAS-certified financial analyst. He has also authored the book “The Idle Investor” published by Harriman House in 2015, proposing 3 simple investment strategies that take only a few minutes to execute per month.

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      The world’s preeminent Private Banks and Wealth Managers are demonstrating a committed drive in innovation, advisory, new products and services to meet the sophisticated needs of their clients.

      Amid economic activity revival on the back of the Covid-19 vaccine program, organisations moving from business continuity plans to stable working environments, together with the slightest improvement in unemployment numbers, forced the world to adjust to new realities. Coming to terms with the “new normal”, global investors are now on the look-out for attractive and stable investment opportunities.

      Needs of Private Wealth customers and families worldwide have drastically changed due to the pandemic and banks have had to accelerate efforts to deploy a multi-channel service strategy and safeguard clients’ businesses and wealth against negative impacts of economic uncertainly.

      The Global Private Banking Innovation Awards will recognise the world’s best private banks, wealth managers and asset managers that are championing innovation across advisory, service, products, customer experience and more.

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